Cloning a Deal

[cfleishman]

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! 

Update from @JoeMayall: Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes."

[BFielding]

I have not heard anything from Hubspot on this, but we have found a work around where we created a property associated with a deal called "Copy Deal Trigger" and when this is set to "yes" (defaults to "no") then a workflow triggers the creation of a new deal that copies many of the properties of the existing deal.

[04926]

can you tell us which properties it does not update?
line items?

[DStaat]

Hey Courtneyymn! I know this thread is a bit old but we have an app called Clone Attack that would be perfect for you! It allows you to duplicate deals and tickets with just a few clicks. It also lets you choose what fields you want carried over to the duplicate. Check it out here.

If you need help installing or getting set up, let me know! I’d be happy to hop on a call with you.

Best,

-David Staat

[Franci]

Any update on this?

[JuanReyes]

I will never understand how it is possible to not have a deal clone button.

Deals are one of the most crucial pieces of information we manage with Hubspot. We create and move deals around, so it seems only natural to need a clone feature for deals. Why is this functionality not considered important by the Hubspot team? Are we missing something? Why do we have to rely on third-party tools or search for obscure solutions for something so simple?

If someone were to write the history of CRMs, this would undoubtedly be one of the biggest mysteries...

[MHenning1]

Yes, please prioritize this request please. It's something that will help adoption rate with our organization I believe. Today it is just too cumbersome to work with deals in many small ways. 

[KisPower]

I agree with all the comments here.  Cloning deals is extremely important and a core feature that is needed. Our company has requested that this feature be prioritized since we started using HubSpot and we have no concrete answer as to when this will be available. 

please provide an update on this.   

[KPham]

it's very frustrating that this isn't a basic feature.

HEY @hubspot, PLEASE..... GIVE THE PEOPLE WHAT THEY WANT!!!

[IEstaphanOwen]

I agree it's really frustrating that this isn't a basic feature.

HEY @hubspot, PLEASE..... GIVE THE PEOPLE WHAT THEY WANT!!!

[ATreadwell]

Yes please, we also need this as a feature.  It feels like it is missing from the Assign, Edit, Delete, Create Tasks options when an Admin selects a deal.  We have been waiting a long time for this option.

[Mahlon]

This feels like table stakes for a CRM. It's difficult to encourage staff to use HubSpot when feature that they don't even consider to be 'features' are missing.

[KisPower]

When will this become available?

[KPham]

I eagerly waiting too..

Theres the third party app.. it'll only work for one person-- your hubspot admin typically. If you want additional spots, you'd have to pay for it. 

I'm trialing the app still, not too sure for how much longer before they cut me off and force me to pay.  Needs to be available asap.

[Glay_Imutan]

WE'VE BEEN WAITING FOR THIS FEATURE SINCE 2016! IT KINDA FEELS ICKY TO RENEW HUBSPOT SUBSCRIPTION FOR A FACT THAT THEY MISSED A BASIC BUT CRUCIAL FEATURE ON THEIR SYSTEM! SO FRUSTRATING! THOUGH THEY HAVE A WORKFLOW TO DUPLICATE DEALS, I AM STILL WONDERING WHAT STOPS THEM FROM BUILDING A SIMPLE CLONE FEATURE. 

[LaLokker]

It would be really helpful if we could clone a deal with all of its line items into a new pipeline. 

[MWolf]

We need the deal clone functionality. It is fundamental. 

[DStaat]

Hey @cfleishman and everyone!

Have any of you heard of Clone Attack? It's a HubSpot app that let's you clone records both on the record itself and via workflows:

  

You can also carry over any associations that were on the original record!

I'd love to talk about this further if anyone has questions.

Best,

-David Staat

[ReganRoss]

Any updates on this feature? Timelines? Beta test group? Etc.?

[SkeeStylus]

Hey everyone.  Hope to offer a bit of help here.  Better understanding HubSpot's product team philosophy may help you avoid some frustration.  As HubSpot has scaled upmarket in recent year's, they're looking to their growing App Partner Community to solve for challenges like cloning objects (ie: Deals).  HubSpot may or may not ever solve for this because a partner like Hapily with their Clone Attack have already done so to their satisfaction. 

Think of it like your cellphone. Your iPhone or Android device is pretty dope out the box but needs addtional apps to add value for your specific use case.  Hope that helps.  

[vcrozier]

Then, a fair expectation for HS to respond (especially one with this many uplikes and 3-4 different posts) with the partner who can assist. Which they haven't.
This feature, however, along with manually moving invoices to paid, is, IMO something you would expect to have in the tool - not be directed to a partner to pay for a standard feature.